Proactive Wealth Strategies LLC New Holdings in Q3 2024

Proactive Wealth Strategies LLC

  • $180 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
3.44K
New
$309.38 - $337.38 $1.06M - $1.16M
3.44K $1.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.16K
New
$434.77 - $502.96 $938K - $1.09M
2.16K $1.05M
FSK
Fs Kkr Capital Corp

Financial Services
52K
New
$18.74 - $20.43 $975K - $1.06M
52K $1.03M
NET
Cloudflare, Inc.

Technology
11.6K
New
$74.4 - $86.96 $865K - $1.01M
11.6K $940K
AMD
Advanced Micro Devices Inc

Technology
5.38K
New
$128.67 - $183.96 $693K - $990K
5.38K $883K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.9K
New
$57.32 - $62.65 $796K - $870K
13.9K $865K
IVW
Ishares S&P 500 Growth ETF

ETFs
8.73K
New
$84.77 - $97.13 $740K - $847K
8.73K $835K
ILCG
Ishares Morningstar Growth ETF
9.94K
New
N/A
9.94K $835K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.15K
New
$178.94 - $207.0 $743K - $860K
4.15K $834K
CTAS
Cintas Corp

Industrials
3.81K
New
$201.38 - $819.83 $766K - $3.12M
3.81K $784K
FXU
First Tr Exchange Traded Fd Ut

ETFs
20.2K
New
$32.72 - $38.48 $660K - $776K
20.2K $776K
HD
Home Depot, Inc.

Consumer Cyclical
1.89K
New
$333.64 - $405.2 $631K - $767K
1.89K $767K
NEE
Nextera Energy Inc

Utilities
8.41K
New
$69.9 - $84.97 $588K - $715K
8.41K $711K
FAD
First Tr Multi Cap Growth Alph

ETFs
5.3K
New
$118.04 - $133.6 $626K - $709K
5.3K $709K
FAB
First Tr Multi Cap Value Alpha

ETFs
7.92K
New
$77.64 - $85.16 $615K - $674K
7.92K $669K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
7.42K
New
$78.05 - $88.63 $579K - $658K
7.42K $648K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
5.08K
New
$110.06 - $128.44 $559K - $652K
5.08K $646K
FCEF
First Tr Exchange Traded Fd Vi
28.6K
New
N/A
28.6K $636K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
22.2K
New
$26.82 - $30.58 $594K - $678K
22.2K $623K
MAR
Marriott International Inc

Consumer Cyclical
2.4K
New
$211.35 - $255.11 $507K - $611K
2.4K $596K
FTCS
First Trust Capital Strength E

ETFs
6.41K
New
$83.58 - $90.94 $535K - $582K
6.41K $582K
HISF
First Tr Exc Traded Fd Iv High

ETFs
12.4K
New
$43.64 - $45.8 $543K - $570K
12.4K $565K
LOW
Lowes Companies Inc

Consumer Cyclical
1.9K
New
$213.3 - $270.78 $406K - $516K
1.9K $516K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.09K
New
$405.19 - $478.57 $442K - $522K
1.09K $502K
IVV
Ishares Core S&P 500 ETF

ETFs
866
New
$520.18 - $576.82 $450K - $500K
866 $499K
FXG
First Tr Exchange Traded First

ETFs
7.28K
New
$63.74 - $69.07 $464K - $503K
7.28K $497K
ANET
Arista Networks, Inc.

Technology
1.26K
New
$311.42 - $388.21 $391K - $487K
1.26K $482K
TMO
Thermo Fisher Scientific Inc.

Healthcare
733
New
$531.86 - $624.21 $390K - $458K
733 $453K
FEX
First Tr Large Cap Core Alphde

ETFs
4.32K
New
$94.21 - $104.17 $407K - $450K
4.32K $450K
VUG
Vanguard Growth ETF

ETFs
1.17K
New
$341.08 - $391.94 $399K - $459K
1.17K $449K
EMR
Emerson Electric CO

Industrials
4.05K
New
$98.19 - $118.87 $398K - $481K
4.05K $443K
ISRG
Intuitive Surgical Inc

Healthcare
887
New
$416.14 - $494.01 $369K - $438K
887 $436K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
13.4K
New
$27.19 - $32.45 $365K - $436K
13.4K $432K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
13.4K
New
$26.74 - $30.37 $357K - $406K
13.4K $406K
XOM
Exxon Mobil Corp

Energy
3.39K
New
$109.72 - $119.0 $371K - $403K
3.39K $397K
LLY
Eli Lilly & CO

Healthcare
442
New
$772.14 - $960.02 $341K - $424K
442 $392K
CVX
Chevron Corp

Energy
2.57K
New
$137.88 - $161.97 $354K - $416K
2.57K $378K
NOW
Service Now, Inc.

Technology
423
New
$730.87 - $937.36 $309K - $397K
423 $378K
KR
Kroger CO

Consumer Defensive
6.33K
New
$50.43 - $57.3 $319K - $363K
6.33K $363K
FPE
First Tr Pfd Secs & Income ETF

ETFs
20K
New
$17.35 - $18.22 $347K - $365K
20K $362K
ILCV
Ishares Morningstar Value ETF

ETFs
4.33K
New
$75.47 - $82.2 $327K - $356K
4.33K $356K
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
8.67K
New
$36.21 - $39.42 $314K - $342K
8.67K $339K
OMC
Omnicom Group Inc.

Communication Services
3.27K
New
$87.69 - $103.9 $286K - $339K
3.27K $338K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
10.5K
New
$28.08 - $32.61 $294K - $342K
10.5K $332K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.16K
New
$217.89 - $392.15 $254K - $456K
1.16K $326K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
4.24K
New
$68.79 - $76.02 $292K - $322K
4.24K $322K
TDIV
First Trust Nasdaq Technology

ETFs
3.87K
New
$70.51 - $81.07 $273K - $314K
3.87K $311K
HON
Honeywell International Inc

Industrials
1.5K
New
$196.73 - $220.21 $295K - $330K
1.5K $310K
FTSL
First Trust Senior Ln Fund

ETFs
6.59K
New
$45.51 - $46.26 $300K - $305K
6.59K $302K
Activity Summary
Buys All Purchases 124 New Holdings 124 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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